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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1551
Inscription Capital
Texas
$317K -$553K -1,363 -63%
AWP
1552
Accretive Wealth Partners
New Jersey
$317K -$45.8K -113 -12%
SDAM
1553
Shulman DeMeo Asset Management
New York
$317K +$326K +804 New
FFA
1554
Fi3 Financial Advisors
Indiana
$313K -$37.7K -93 -10%
TCMP
1555
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K -$3.65K -9 -1%
WAS
1556
WESPAC Advisors SoCal
California
$312K +$318K +785 New
APC
1557
Aspire Private Capital
North Carolina
$311K +$11K +27 +4%
CCM
1558
Carlson Capital Management
Minnesota
$310K -$20.3K -50 -6%
LWA
1559
LWS Wealth Advisors
New Jersey
$308K +$316K +780 New
HIC
1560
Holderness Investments Company
North Carolina
$307K +$316K +779 New
I
1561
INVST
Indiana
$306K -$4.06K -10 -1%
SCA
1562
Sage Capital Advisors
South Dakota
$304K -$44.6K -110 -13%
LWM
1563
Lyell Wealth Management
California
$304K – – –
KCM
1564
Kanawha Capital Management
Virginia
$303K -$18.7K -46 -6%
WP
1565
WealthPLAN Partners
Nebraska
$303K +$22.7K +56 +9%
VWM
1566
Venturi Wealth Management
Texas
$302K -$811 -2 -0.3%
SAM
1567
Silvercrest Asset Management
New York
$302K – – –
IAP
1568
Indie Asset Partners
Indiana
$301K – – –
CAG
1569
Curtis Advisory Group
California
$300K -$50.7K -125 -14%
RWM
1570
Raffa Wealth Management
District of Columbia
$299K +$406 +1 +0.1%
JFA
1571
JNBA Financial Advisors
Minnesota
$298K +$34.9K +86 +13%
JIP
1572
JBJ Investment Partners
South Carolina
$296K -$23.5K -58 -7%
NAS
1573
Nicolet Advisory Services
Wisconsin
$296K +$49.9K +123 +20%
VFG
1574
V2 Financial group
Illinois
$294K +$8.52K +21 +3%
CPA
1575
Capital Planning Advisors
California
$292K – – –
61 62
63
64 65